Download Wiley Communicating the User Experience

Index
A
RI
AL
creating custom buttons, 249–252
creating master objects, 252–255
editing text and bullets, 244–247
styling basic shapes, 242–244
TE
B
D
MA
barriers, as components of task models, 49–50, 51
basing personas on real people, 12
behaviors, as components of personas, 14–15
benchmark testing, 114
black and white photos, 76
blocks, as components of funnel diagrams, 298
board members, 167
boxes
in sitemaps (OmniGraffle), 148–150
in sitemaps (PowerPoint), 142–144
in wireframes (OmniGraffle), 213–215
brand copy, communicating with content
requirements documents, 105–106
brand teams, 166
bullets
in personas, 12, 23, 30–33, 40–42
in wireframes (Axure), 244–247
business analysts
as audience for user journeys, 84
as audience for wireframes, 165
business owners, 272
business stakeholders, 16, 84, 293
buttons
in wireframes (Axure), 249–252
in wireframes (OmniGraffle), 232–237
CO
PY
RI
GH
TE
A/B testing, 85
accessibility teams, 165
account directors, 167
agency teams, 167
alignment (OmniGraffle), 96
analysis, as reason for creating user journeys,
79, 80
analytics, as reason for creating funnel diagrams,
294–296
analytics specialists, 165
analyzing data, 55–56
anatomy
of funnel diagrams, 298–299
of personas, 14–15
of spreadsheet sitemaps, 130–131
of usability test reports, 266–272
of user journeys, 82–83
of visual sitemaps, 131–132
of wireframes, 167–171
annotated screenshots, 280
annotation in wireframes, 169
arrows
in user journeys (OmniGraffle), 93–96
in user journeys (PowerPoint), 102
using in PowerPoint, 71
audience
for content requirements documents, 109
for funnel diagrams, 300
for personas, 16
for sitemaps, 127–129
for task models, 51–52
for usability test reports, 272
for user journeys, 83–84
for wireframes, 163–167
auditing content, 112–113
Axure, creating wireframes in
about, 240–241
adding images, 247–249
creating basic shapes, 242–244
C
call centers, 19, 53, 302–303
Canvas (Axure), 240, 241
canvas sizing, 188–189
card sorting, 135–137
cells, shading on sitemaps in Excel, 154–156
change log, as component of wireframes, 170
closed-card sorts, 138–139
324
C O M M U N I C A T I N G T H E U S E R E X P E R I E N C E coding notes, 274
Colborne, Giles (managing director), 160
collages, 113
color
adding in OmniGraffle Pro, 36–37
adding in PowerPoint, 26–27
using in wireframes, 174
color palettes, in usability test reports
(PowerPoint), 284–285
columns, adding to sitemaps, 130, 156–157
combining shapes for wireframes (PowerPoint),
261–262
comments, as components of usability test
reports, 267
communicating findings, 280
complex evaluations, 48, 64–65
compliance teams, 166
connecting lines, for sitemaps, 131, 150–151
content
adding to content requirements documents
(Word), 121
auditing, 112–113
communicating with user journeys, 81–82
communicating with wireframes, 162
prioritizing, 179–180
testing in context, 109–110
variation testing, 110–111
content requirements
about, 4, 104
audience for, 109
as component of task models, 49, 51
creating documents for, 4, 114–121
features of good, 105–109
research and workshop ideas, 111–114
validating, 109–111
content teams
as audience for sitemaps, 128
as audience for wireframes, 165
contextual observations, 53–54
controlled evaluations
about, 48
for task models (OmniGraffle), 62–64
for task models (PowerPoint), 72–74
copy teams, 165
copywriters, 84
core purpose, as component of content
requirements document, 108
cropping images in usability test reports
(PowerPoint), 286–288
cross-links
about, 127
showing in sitemaps (PowerPoint), 131,
146–147
curved arrows, styling in user journeys
(OmniGraffle), 95–96
customer service managers, 166
D
data
analyzing, 55–56
communicating with content requirements
documents, 106
communicating with funnel diagrams,
296–297
real, using in wireframes, 169
decision points, 81, 83
defining your personas, 21–22
de-magnetizing lines for sitemaps (OmniGraffle),
151–152
depth interviews, 20
descriptive image placeholders, 169
descriptive photography, using for personas,
12–13
design notes, as component of usability test
reports, 270
design principles, of wireframes, 171–176
design suggestions, as component of task
models, 51
design team
as audience for task models, 52
as audience for usability test reports, 272
design validation tests, 274–275
designers
as audience for sitemaps, 127–128
as audience for usability test reports, 272
as audience for user journeys, 84
as audience for wireframes, 164
designs, user testing of, 84
developers
as audience for usability test reports, 272
as audience for wireframes, 164–165
development team
as audience for funnel diagrams, 300
as audience for sitemaps, 128
INDEX
as audience for task models, 52
as audience for user journeys, 84
as audience for wireframes, 164–165
direct connections, 47
direction, indicating for task models
(OmniGraffle), 60
document titles
for content requirements documents, 107
for personas, 22–23
documents
creating for wireframes (OmniGraffle), 188
putting into context, 7–8
summary, 2–7
drop-downs, creating for wireframes
(PowerPoint), 261–262
duplicating objects, 206
E
e-commerce teams, 167
elements, creating for usability test reports
(PowerPoint), 289–290
email, communicating findings with, 280
embedding video in usability test reports
(PowerPoint), 290
emotional needs, as component of task models,
48–49
emotions, highlighting, 56
enabling
rulers (OmniGraffle), 216
Snap to grid for wireframes (PowerPoint),
256–257
end steps, for user journeys, 81, 82
ethnographic research, conducting, 20–21
evaluations, complex, 64–65
evaluations, controlled
for task models (OmniGraffle), 62–64
for task models (PowerPoint), 72–74
examining user journeys, 87–89
Excel, creating sitemaps in
adding rows and columns, 156–157
shading cells, 154–156
wrapping text, 153–154
writing labels, 153–154
existing barriers, as components of task models,
49–50
exploratory tests, taking notes for, 273–274
external factors, communicating with user
journeys, 82
F
feasibility of projects, 277
feel, using in wireframes, 174–175
finance teams, 166
findings
communicating, 280
prioritizing, 277–278
flagging non-existent content in visual
sitemaps, 132
flags, using in spreadsheet sitemaps, 131
flow, in user journeys, 81, 83
folds, showing in wireframes, 169
fonts, for personas, 28
formatting tables in content requirements
documents (Word), 118–120
functionality
communicating with content requirements
documents, 106
communicating with wireframes, 163
funnel diagrams
about, 292
anatomy of, 298–299
audience for, 300
creating in OmniGraffle, 304–313
creating in PowerPoint, 314–322
document for, 7
features of good, 293
reasons for creating, 293–298
research and workshop ideas, 301–303
G
gathering materials, 88
generating ideas, 181–182
goals
communicating with user journeys, 81
as component of task models, 47, 51
as components of personas, 14
identifying, 55
grids, setting up for wireframes (OmniGraffle),
190–191
325
326
C O M M U N I C A T I N G T H E U S E R E X P E R I E N C E groupings
communicating with user journeys, 81
as components of user journeys, 82
information, 55
guides, using for usability test reports
(PowerPoint), 285–286
H
head of online managers, 166
headers, creating in wireframes (Axure), 244
highlighting emotions, 56
I
icons
adding to personas, 28–29
creating for task models (PowerPoint), 74–75
inserting in personas (OmniGraffle Pro),
38–39
ideas, generating, 181–182
identifying
goals, 55
themes, 276
user behaviors, 56
illustrating
task models, 56–57
user journeys, 89
image placeholders, using in wireframes
(OmniGraffle), 215–219
image requirements, communicating with
content requirements documents, 106
images
in personas, 22, 25–28, 35–38
in usability test reports, 286–289
in wireframes, 162, 169, 225–229, 247–249
impact, 277
indicating direction for task models
(OmniGraffle), 60
individual tasks, adding to task models
(OmniGraffle), 61
information
analyzing, 55
grouping, 55
instructions, communicating with content
requirements documents, 106
interactions, as components of task models, 49
internal UX teams, 272
inviting attendees, 87–88
K
key goals, as components of personas, 14
key issues, as components of funnel
diagrams, 299
L
labels, in sitemaps, 131, 132, 153–154
layers, in wireframes, 191–195
layout, communicating with wireframes, 162
legal teams, 166
lines
in sitemaps, 151–152
in user journeys, 94–95, 102
LinkBack objects, creating in wireframes
(OmniGraffle), 210–213
linking notes and wireframes, 169
live sites, user testing of, 84
loop backs, creating for task models
(OmniGraffle), 65–67
M
Mac, creating personas on. See OmniGraffle Pro,
creating personas on
magnetic shapes, using for user journeys
(OmniGraffle), 93–94
managers, 167
managing director, 167
margins, setting in usability test reports
(PowerPoint), 286
market researchers, 166
marketing copy, communicating with content
requirements documents, 105–106
marketing directors, 272
marketing teams, 166
master objects, creating in wireframes (Axure),
252–255
Masters pane (Axure), 240, 241
measurement, communicating with user
journeys, 82
multivariate testing (MVT), 85
must dos, as components of personas, 15
must nevers, as components of personas, 15
MVT (multivariate testing), 85
INDEX
N
names, as components of personas, 14
navigation, communicating with wireframes, 163
note indicators, in usability test reports
(PowerPoint), 289–290
notes
columns in spreadsheet sitemaps, 130
as components of user journeys, 83
creating for task models (OmniGraffle), 68
for design validation tests, 274–275
for exploratory tests, 273–274
linking with wireframes, 169
note-taking and research tips, for usability test
reports, 272–275
O
objects, duplicating, 206
OmniGraffle, creating funnel diagrams in
adding the “why”, 310–313
representing pages and percentages, 305–309
setting up templates, 304
OmniGraffle, creating sitemaps in
creating boxes with magnetic points, 148–150
de-magnetizing lines, 151–152
setting up templates, 148
using connecting lines, 150–151
OmniGraffle, creating task models in
creating models, 60–68
setting up templates, 58–59
OmniGraffle, creating user journeys in
adding lines and arrows, 94–95
creating titles for user journeys, 92
finishing off, 96–97
setting up templates, 90–91
styling curved arrows, 95–96
styling shapes, 92–93
using magnetic shapes and arrows, 93–94
OmniGraffle, creating wireframes in
about, 186–187
adding images, 225–229
adding text, 229–232
changing canvas sizing, 188–189
changing ruler units, 189–190
creating buttons, 232–237
creating custom page grids, 203–209
creating layers, 191–192
creating LinkBack objects, 210–213
creating new documents, 188
creating page titles with variables, 195–199
creating shared layers, 192–193
creating tabs, 220–225
image placeholders, 215–219
reordering layers, 193–195
setting up grids, 190–191
setting up templates, 188–213
using basic boxes to mark out content areas,
213–215
using stencils, 237–239
working with page outlines, 200–203
OmniGraffle Pro, creating personas in
adding persona images and titles, 35–38
adding subheadings and bulleted lists, 38–42
creating and setting up presentations, 34–35
online forums, visiting, 54
online managers, 166
open-card sorting, 135–137
operations teams, 166
order of tasks, as component of task models, 47
P
page functionality themes, 276
page grids, in wireframes (OmniGraffle), 203–209
page groups, in sitemaps (PowerPoint), 145–146
page name, as component of content
requirements document, 108
page numbers, as components of wireframes, 167
page orientation, setting for sitemaps
(PowerPoint), 142
page outlines, in wireframes, 200–203, 258
page titles
as components of usability test reports, 266
as components of wireframes, 167
creating for wireframes (OmniGraffle),
195–200
pages, for funnel diagrams, 305–309, 314–318
pain points, in user journeys, 82, 83
paragraph controls, in usability test reports
(PowerPoint), 286–287
PDFs, personas as, 28
percentages, in funnel diagrams, 297–298,
305–309, 314–318
persona images, 22
327
328
C O M M U N I C A T I N G T H E U S E R E X P E R I E N C E personas
about, 10
anatomy of, 14–15
audience for, 16
as component of task models, 51
creating, 22–42
creating in OmniGraffle Pro, 34–42
creating in PowerPoint, 24–33
defining your, 21–22
document for, 2
goals of, 11
qualities of good, 11–13
research and workshop ideas, 18–22
validating, 17
photos
black and white, 76
as persona component, 14
pixels, as component of wireframes, 167
planners, 167
Post-it Notes, 89
post-testing workshop photos, communicating
findings with, 280
PowerPoint, creating funnel diagrams in
adding the “why”, 318–322
representing pages and percentages, 314–318
setting up templates, 314
PowerPoint, creating personas in
adding icons, subheadings, and bulleted lists,
28–33
adding persona images and titles, 25–28
creating and setting up slide presentation,
24–25
PowerPoint, creating sitemaps in
adding connecting lines, 144–145
creating and shading boxes, 142–144
setting page orientation, 142
showing cross-links, 146–147
signifying page groups, 145–146
PowerPoint, creating task models in
creating models, 70–76
setting up templates, 69
PowerPoint, creating usability test reports in
about, 281
creating custom color palettes, 284–285
creating custom elements, 289–290
editing images, 287–289
editing Slide Master, 281–283
editing text boxes, 286–287
editing Title Master, 283–284
inserting video, 290
setting up templates, 281–286
using guides, 285–286
PowerPoint, creating user journeys in
adding arrows and lines, 102
adding shapes, 99
changing shapes, 99–100
finishing up, 102
setting up templates, 98–99
wrapping text, 101
PowerPoint, creating wireframes in
adjusting sizing, 257
combining shapes, 261–262
creating page outlines, 258
creating tabbed navigation, 258–259
enabling Snap to grid, 256–257
setting up templates, 256–257
styling shapes, 259–261
practicing presentations, 278–279
presentations
creating and setting up (OmniGraffle Pro),
38–35
practicing, 278–279
titling for content requirements documents
(Word), 116–117
prioritization workshops, 277–278
prioritizing
about, 272
content, 179–180
findings, 277–278
priority, communicating with wireframes, 163
process sorting, 86–87
product development, as reason for creating user
journeys, 79
product managers
as audience for funnel diagrams, 300
as audience for wireframes, 166
project managers
as audience for sitemaps, 128
as audience for usability test reports, 272
as audience for user journeys, 84
as audience for wireframes, 165
project team, 272
projector method, communicating findings
with, 280
INDEX
Q
qualitative data, 303
quantitative data, 303
R
recommendations, as components of usability
test reports, 267
reference ID, as component of content
requirements document, 108
related business functions, 166
remote navigation texting, 139–140
reordering layers in wireframes (OmniGraffle),
193–195
required elements, as components of content
requirements document, 108–109
research
conducting, 53–54
theories, 18
research and workshop ideas
content requirements documents, 111–114
funnel diagrams, 301–303
personas, 18–22
sitemaps, 134–140
task models, 53–56
user journeys, 86–89
wireframes, 178–184
research techniques
benchmark testing, 114
call centers, listening in on, 19
conducting depth interviews, 20
conducting ethnographic research, 20–21
conducting research, 53–54
creating healthy perspectives, 182–184
determining pages you need, 137–138
generating ideas, 181–182
identifying themes, 276
immersing yourself in the topic, 111
listening to and observing users, 113–114
open-card sorting, 135–137
practicing presentations, 278–279
prioritizing content, 179–180
prioritizing findings, 277–278
using site analytics and search logs, 134
validating sitemaps, 138–140
“what”, 301
“why”, 302–303
resizing
canvas in OmniGraffle, 58, 188–189
rectangles in PowerPoint, 70
for wireframes (PowerPoint), 257
right-clicking shapes (PowerPoint), 70
rows, adding to sitemaps (Excel), 156–157
ruler units, changing for wireframes
(OmniGraffle), 189–190
rulers, enabling in OmniGraffle, 216
running successful workshops, 178–179
S
screenshots
communicating findings with, 280
as component of usability test reports, 267
search engine optimization (SEO) teams,
128, 165
search logs, using, 134
senior managers, 272
senior stakeholders, 16, 300
SEO (search engine optimization) teams,
128, 165
separating logged in areas in visual sitemaps, 132
severity indicators, as components of usability
test reports, 267
severity of usability issues, 277
severity-based themes, 276
shading
boxes on sitemaps (PowerPoint), 142–144
buttons in wireframes (Axure), 249–252
cells in sitemaps (Excel), 154–156
as component of funnel diagrams, 299
as component of wireframes, 168
using in spreadsheet sitemaps, 131
using in visual sitemaps, 131
shapes
in user journeys, 92–94, 100–101
in wireframes, 242–244, 261–262
sign-off groups, 166–167
site analytics, using, 134
Sitemap pane (Axure), 240, 241
sitemaps
about, 124
anatomy of, 130–133
audience for, 127–129
creating, 140–157
creating in Excel, 153–157
329
330
C O M M U N I C A T I N G T H E U S E R E X P E R I E N C E sitemaps (continued)
creating in OmniGraffle, 148–152
creating in PowerPoint, 142–147
document for, 5
features of good, 125–127
reasons for creating, 125–126
research and workshop ideas, 134–140
styles of, 129
validating, 138–140
sizing, adjusting for wireframes (PowerPoint),
257
Slide Master, editing for usability test reports
(PowerPoint), 281–283
slide presentations, creating and setting up,
24–25
Snap to grid, enabling for wireframes
(PowerPoint), 256–257
solution, suggesting, as component of task
models, 50
specialists, 165
specification information, communicating with
content requirements documents, 106
spreadsheet sitemaps, 128, 130–131
stakeholder team, 52
stakeholders, 16, 84, 293
start steps, in user journeys, 81, 82
Stencil Library (OmniGraffle), 92–93
stencils, using in wireframes (OmniGraffle),
237–239
steps, in user journeys, 81, 83
stock images, avoiding for personas, 12
storyboards, as component of wireframes, 171
strategists, 167
structure of wireframes, 172–173
structured email, communicating findings
with, 280
style, of wireframes, 172–173
styling
in Axure, 242–244
in OmniGraffle, 92–93, 95–96
in PowerPoint, 259–261
subheadings, in personas, 23, 30, 39–40
suggestions, 50, 108–109
summary information, as component of content
requirements document, 108
supporting information, communicating with
content requirements documents, 106–107
T
tabbed navigation, creating for wireframes
(PowerPoint), 258–259
tables, in content requirements documents
(Word), 117–120
tabs, creating for wireframes (OmniGraffle),
220–225
task models
about, 44
anatomy of, 50–51
audience for, 51–52
creating in OmniGraffle, 58–68
creating in PowerPoint, 69–76
document for, 3
features of good, 45–50
illustrating, 56–57
research and workshop ideas, 53–56
validating, 52–53
when to create, 45
task phases, as component of task models, 51
task/goal-based themes, 276
tasks
communicating with user journeys, 81
in task models, 51, 61, 70–71
template numbers, using in visual sitemaps, 132
templates
for content requirements documents
(Word), 116
for funnel diagrams (OmniGraffle), 304
for funnel diagrams (PowerPoint), 314
for sitemaps (OmniGraffle), 148
for task models (OmniGraffle), 58–59
for task models (PowerPoint), 69
for usability test reports (PowerPoint),
281–286
for user journeys (OmniGraffle), 90–91
for user journeys (PowerPoint), 98–99
for wireframes (OmniGraffle), 188–213
for wireframes (PowerPoint), 256–257
testing
A/B, 85
benchmark, 114
design validation, 274–275
text
in sitemaps, 153–154
in user journeys, 101
in wireframes, 229–232, 244–247
INDEX
text boxes, editing for usability test reports
(PowerPoint), 286–287
text lines/shapes, as components of
wireframes, 168
text outputs, as components of usability test
reports, 270
text size, as component of funnel diagrams, 299
themes, identifying, 276
Title Master, editing for usability test reports
(PowerPoint), 283–284
titles
in funnel diagrams, 298
personas, 25–28, 35–38
in task models, 60, 70
in user journeys, 82, 92
titling presentations for content requirements
documents (Word), 116–117
Toolbar (Axure), 240, 241
transparency, in usability test reports
(PowerPoint), 288–289
tree structure, of spreadsheet sitemaps, 130
U
usability test reports
about, 264
anatomy of, 266–272
audience for, 272
communicating findings, 280
creating in PowerPoint, 281–290
features of good, 265
note-taking and research tips, 272–275
reasons for creating, 265–266
research and workshop ideas, 276–279
user behavior
as component of task models, 47–48, 51
identifying, 56
user experience, 1. See also specific topics
user experience peers, 165
user journeys
about, 78
anatomy of, 82–83
audience for, 83–84
creating in OmniGraffle, 90–97
creating in PowerPoint, 98–102
document for, 3
examining, 87–89
features of good, 79–82
illustrating, 89
research and workshop ideas, 86–89
validating, 84–85
user quote callouts, in usability test reports
(PowerPoint), 289
user quotes
as components of usability test reports, 267
as components of personas, 14
user support, as component of content
requirements document, 108
user testing
of designs, 84
of live sites, 84
as reason for creating funnel diagrams,
294, 302
of wireframes, 84
user testing reports, document for, 6
user video, as component of usability test
reports, 267
user-experience themes, 276
users, listening to and observing, 113–114
V
validating
content requirements documents, 109–111
personas, 17
sitemaps, 138–140
task models, 52–53
user journeys, 84–85
wireframes, 176–177
video, in usability test reports, 290
vision, communicating with wireframes, 162
vision page, as component of wireframes,
169–170
visual heat, of wireframes, 173–174
visual sitemaps, 128, 131–132, 133
visual weighting, as component of
wireframes, 168
W
website feedback tools, as reason for creating
funnel diagrams, 303
“why”, in funnel diagrams, 310–313, 318–322
Widget Properties pane (Axure), 240, 241
Widgets pane (Axure), 240, 241
331
332
C O M M U N I C A T I N G T H E U S E R E X P E R I E N C E wireframe team, 84
wireframers, 127–128
wireframes
about, 159–160
anatomy of, 167–171
audience for, 163–167
communicating with, 162–163
creating in Axure, 240–255
creating in OmniGraffle, 186–239
creating in PowerPoint, 256–262
design principles for, 171–176
document for, 6
features of good, 160–161
producing, 184–185
reasons for using, 162
research and workshop ideas, 178–185
user testing of, 84
validating, 176–177
Word, creating content requirements documents in
adding content, 121
formatting tables, 118–120
inserting tables, 117–118
setting up templates, 116
titling presentations, 116–117
workshop ideas. See also research and workshop
ideas
analyzing data, 55–56
auditing content, 112–113
defining your personas, 21–22
examining user journeys, 87–89
usability test reports, 276-279
workshops
conducting, 88–89
running successful, 178–179
wrapping text
on sitemaps in Excel, 153–154
in user journeys, 101
writing
descriptive image placeholders, 169
labels in sitemaps in Excel, 153–154